Fund Details

Category

Large-Cap Core

Portfolio Style

Growth

Expense Ratio

0.72%

Status

Open

Initial Purchase Regular

$2,500

Load Type

None

Front End Load

N/A

Back End Load

N/A

Investment Policy

The Fund seeks to invest primarily in securities that have long-term capital appreciation possibilities. The Investment Advisor will invest in securities that the Advisor believes are undervalued. If sufficient equity opportunities are unavailable, the Fund will invest the remaining assets in bonds or cash equivalents.

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